Vishria Bird Financial Group’s W.P. Carey WPC Stock Holding History

Vishria Bird Financial Group’s Portfolio WPC Stock Details WPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-4,329	Closed	-$229K	–	60
2023 Q3	$229K	Hold	4,329	–	–	0.13%	52
2023 Q2	$286K	Hold	4,329	–	–	0.17%	45
2023 Q1	$328K	Hold	4,329	–	–	0.21%	42
2022 Q4	$331K	Hold	4,329	–	–	0.23%	42
2022 Q3	$296K	Hold	4,329	–	–	0.2%	42
2022 Q2	$351K	Hold	4,329	–	–	0.23%	38
2022 Q1	$343K	Hold	4,329	–	–	0.19%	44
2021 Q4	$348K	Hold	4,329	–	–	0.16%	49
2021 Q3	$310K	Hold	4,329	–	–	0.16%	50
2021 Q2	$316K	Sell	4,329 -202	-4%	-$14.8K	0.16%	47
2021 Q1	$314K	Sell	4,531 -451	-9%	-$30.2K	0.17%	43
2020 Q4	$344K	Hold	4,982	–	–	0.2%	38
2020 Q3	$318K	Sell	4,982 -594	-11%	-$40K	0.2%	35
2020 Q2	$369K	Hold	5,576	–	–	0.29%	26
2020 Q1	$317K	Hold	5,576	–	–	0.33%	29
2019 Q4	$437K	Sell	5,576 -163	-3%	-$13.7K	0.42%	23
2019 Q3	$503K	Sell	5,739 -406	-7%	-$34.6K	0.58%	24
2019 Q2	$489K	Sell	6,145 -1,501	-20%	-$119K	0.49%	25
2019 Q1	$587K	Sell	7,646 -1,389	-15%	-$100K	0.59%	25
2018 Q4	$578K	Buy	+9,035	New	+$588K	0.64%	24

Other funds holding WPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Vishria Bird Financial Group's WPC Position: Q4 2023 in Review

Vishria Bird Financial Group sold out of W.P. Carey (WPC) in Q4 2023, closing a stake of 4,329 shares — an estimated $229K sold.

Vishria Bird Financial Group first reported a position in WPC in Q4 2018 and held it in 20 quarters. The position peaked at $587K in Q1 2019. 781 funds tracked by Wall St. Rank hold WPC as of Q4 2023.

Vishria Bird Financial Group reported no remaining W.P. Carey position as of Q4 2023 after selling out during the quarter.
Vishria Bird Financial Group sold 4,329 W.P. Carey shares in Q4 2023, an estimated $229K.
Vishria Bird Financial Group first reported a position in W.P. Carey in Q4 2018 and held it in 20 quarters.
Vishria Bird Financial Group's W.P. Carey position peaked at $587K in Q1 2019.
781 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2023.

Based on Vishria Bird Financial Group's 13F filing for Q4 2023, filed 25 Jan 2024.